Truist Financial

Truist Financial Portfolio holdings

AUM $73.8B
1-Year Est. Return 18.51%
This Quarter Est. Return
1 Year Est. Return
+18.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$56.7B
AUM Growth
+$4.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,734
New
Increased
Reduced
Closed

Top Buys

1
+$138M
2
+$128M
3
+$127M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$99.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$87M

Top Sells

1
+$115M
2
+$110M
3
+$97.4M
4
TSN icon
Tyson Foods
TSN
+$86.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$74.6M

Sector Composition

1 Technology 10.15%
2 Healthcare 9.96%
3 Financials 8.84%
4 Consumer Discretionary 6.24%
5 Consumer Staples 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2051
$421K ﹤0.01%
+2,875
2052
$421K ﹤0.01%
4,747
-328
2053
$420K ﹤0.01%
2,631
-814
2054
$420K ﹤0.01%
7,687
-1,466
2055
$420K ﹤0.01%
14,800
+2,159
2056
$419K ﹤0.01%
3,632
-596
2057
$418K ﹤0.01%
13,405
-837
2058
$418K ﹤0.01%
+33,561
2059
$418K ﹤0.01%
+41,260
2060
$416K ﹤0.01%
12,006
-249
2061
$416K ﹤0.01%
+18,412
2062
$416K ﹤0.01%
8,065
+365
2063
$415K ﹤0.01%
+45,779
2064
$414K ﹤0.01%
+23,220
2065
$413K ﹤0.01%
+7,498
2066
$411K ﹤0.01%
866
+76
2067
$411K ﹤0.01%
8,808
+124
2068
$410K ﹤0.01%
4,329
-492
2069
$409K ﹤0.01%
38,737
2070
$409K ﹤0.01%
50,000
-199
2071
$408K ﹤0.01%
7,010
-116
2072
$408K ﹤0.01%
45,747
-10,920
2073
$407K ﹤0.01%
+13,838
2074
$407K ﹤0.01%
+26,860
2075
$406K ﹤0.01%
8,127
-2,396
81 82
83
84 85